RA

@KeithMcCullough RIP Murray Stahl 🙏

Thanks. Murray Stahl is The Man.

@KeithMcCullough @HedgeyeRetail DKS is the gift that keeps on giving, with another opportunity to short at the top of the range 🎯

@KeithMcCullough @HedgeyeRetail An old friend meets top of range on flattish volume 👀🎯

@dsaleminvestor @HedgeyeRJM Noticed single stocks added to HECA...is this a new change in the strategy? I thought the investable universe was limited to the 140-150 ETF tickers?

@KeithMcCullough any energy tickers in the strike/buy zone, coach? AMLP? VG? I dont want to say "feels like" but I've seen a few month/quarter end mark ups before and they are usually opportunities in hindsight...

@KeithMcCullough @RPKent 6 day winning streak, congrats on a professional pivot!

RPK @RPKent your comeback streak continues today! Can you believe what I thought your $MEOH Long did?

@RPKent Hell of comebacker this week, actually make it 6 days straight for HELS! Congrats on a professional pivot!

@KeithMcCullough feeding the ducks some corn and weat

If you bought the damn dip in $CORN again, professionally done

@KeithMcCullough chop city

VIX = 25

@Mike_Taylor1972 @OilandNatty @StirlingSutton right or wrong, the winners get to write the history...I agree, has always been this way in human history...

@OilandNatty @StirlingSutton Imagine if a despot was in charge - most of history was just that - so the history is written the way they choose. At minimum in a Republic, history is better recorded.

Iran: here is the thing - everyone worried about escalation. Iran lists targets: "the region will go dark" If Iran could have hit those targets, IMHO they already would have. - no supply lines - little coms - US has air superiority IMHO - this is over by Monday.

@Hedgeye @HedgeyeFIG @KeithMcCullough Hell of an update to the March CPI Nowcast! Interested to see how the updated numbers flow into the quarterly estimates...will the best Bayesian bean counters on the street be publishing an update soon? Thanks!

@KeithMcCullough KRE fractal pattern looks like a tasty short here👀

@SamofAmerica @Markets_247365 @KeithMcCullough Totally understandable, Sam. Im also beating my bench(s) but that does not = being satisfied. The day you are satisfied is the day you stop winning. There is always room to improve and get better!

Thanks for your comments @RAlvarez114 - appreciate it Look, I might be beating the market but I am not happy about how I am doing. First, you give yourself the flexibility to be there for the next play What were supposed to be defensive hedges - staples, utilities, healthcare - are underperforming the market That is what happens in forced liquidations If you are able to, I think it’s time to look ahead at what comes after this. That is what I am working on now

Sam @SamofAmerica nice job staying with $COHR $DELL and $AR

@SamofAmerica @Markets_247365 @KeithMcCullough Your benchmark is SPX which was -1.51% today and is -4.95% YTD. HGRO was -1.12% today and is -2.70% YTD. That is called alpha to anyone who understands markets. Keep up the good work and dont worry about uninformed trolls

Relative to cash, it’s not great But if you’re day trading this ETF then this is not for you. Read to prospectus - the focus is on long term capital appreciation What were hedges in this market - staples, utilities, gold, healthcare- are going down more than the market That tells you all you need to know about this market right now If you own this ETF it should be part of a diversified portfolio Day to day, some things work and some things don’t If you can’t handle that, stick with cash

Welp, not holding trade anymore! That's why you are the Jedi master and I am the Padawan with much to learn! In hindsight, I should have seen the bottom of the range collapsing and price falling on accelerating volume as flashing warning signs...

@KeithMcCullough XLU at the LRR but did not add in the MFO, must be breaking trade I suspect? Or perhaps wasnt down as much as it is now when the MFO traded? In my amateur PVV model it is holding trade so Im adding 50bps here but always eager to learn what I may not be seeing...

@Mike_Taylor1972 PCT "quiet period" for you I presume is related to the pending consent on the warrants? Looking forward to the update from the CEO next week...

$ORGN - the other pseudo 'recycler' I am going to miss it.

@KeithMcCullough #1 active long on founders choice down on flattish volume, showing lower high in range but holding bullish trade & trend and near the LRR 👀

Strapped into my cockpit. Time to fly the close via Real-Time (Coaching) Alerts

@KeithMcCullough Good luck tonight, stay safe and protect the Boomer!

Fairfield County is not Thunder Bay, eh!

@BigOShow Please please please , nobody in the top 10 draft his little arms🙏

I pray he falls to the Dolphins.